Financial Advisor

Legacy Advisors; Plymouth Meeting (PA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) Plan

Paid Time Off (PTO)

Job summary

A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have over 5 years of experience, strong communication skills, and a passion for client success. Responsibilities include building relationships with ultra-high-net-worth families, integrating investment management and estate planning. The firm provides comprehensive support and a culture that emphasizes integrity and teamwork. Benefits include medical coverage, 401(k) plan, and paid time off.

Qualifications

• 5+ years of experience in wealth management or financial advising.
• Strong network and passion for helping clients.
• Commitment to integrity and teamwork.

Responsibilities

• Lead and grow relationships with UHNW families and business owners.
• Facilitate strategic conversations integrating investment management, estate planning, and business continuity.
• Partner with internal experts to deliver comprehensive advice.

Skills

Entrepreneurial drive

Effective communication

High personal accountability

Education

Bachelor’s degree

CFP, CFA, or CPA preferred

Job description

Human Resources Coordinator at Legacy Advisors-Talent Optimizer

Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished professional with a strong network and a genuine passion for helping clients align their wealth with their values, family, and legacy.

As an Advisor at Legacy, you will be supported by in-house technical experts in wealth planning, investments, legal and insurance. This depth of expertise empowers you to deliver comprehensive, high-quality advice and solutions tailored to each client’s unique goals. We offer a collaborative culture that supports long-term client relationships and provides freedom to grow your business within a firm that values integrity, teamwork, and excellence.

Position Responsibilities:

• Lead and grow relationships with UHNW families and business owners.
• Facilitate strategic conversations integrating investment management, estate planning, and business continuity.
• Expand your network and generate new opportunities through authentic relationship-building and professional partnerships.
• Partner with Legacy’s internal experts to deliver comprehensive, coordinated advice.
• Contribute to firmwide initiatives that drive growth and elevate client experience.

Background Requirements/Preferences:

• Bachelor’s degree required; CFP, CFA, or CPA preferred.
• 5+ years of experience
• Entrepreneurial drive
• Effective communication skills
• High personal accountability
• Commitment to Legacy’s Core Values of…
• Client First
• Work Hard
• Excellence
• Positive Attitude
• Respect
• Always Do the Right Thing

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra-high net-worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.

Benefits & Perks:

• Medical, Dental, and Vision Insurance
• Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
• Voluntary Life and AD&D Insurance options available
• Flexible Spending Accounts (FSA) and Dependent Care Accounts
• 401(k) Plan
• Paid Time Off (PTO)
• A culture of professional growth, stability, and long-term success